Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage personal tax compliance and advisory services for a diverse client portfolio.
- Company: Prestigious Wealth Management firm in Liverpool with a focus on teamwork.
- Benefits: Up to £45,000 salary, excellent bonuses, hybrid working, and career development.
- Why this job: Join a rapidly expanding team and make a real impact in wealth management.
- Qualifications: Must be fully CTA qualified with strong communication and multitasking skills.
- Other info: Dynamic environment with opportunities for professional growth and collaboration.
The predicted salary is between 36000 - 54000 £ per year.
Up to £45,000 plus excellent bonus and benefits. Hybrid working available! Due to rapidly expanding business needs, a fantastic opportunity has arisen for 3 Tax Managers to join a prestigious Wealth Management firm in Liverpool. You will be responsible for providing both personal tax compliance and advisory services to clients through managing a portfolio and supporting the team. It is essential that candidates are fully CTA Qualified.
Responsibilities of the Tax Manager include:
- Personal Tax Compliance & Advisory Services: Provide comprehensive personal tax compliance and advisory services, effectively managing a diverse portfolio of individual clients.
- Portfolio Management: Oversee a portfolio of personal tax compliance accounts, ensuring accurate and timely delivery of services.
- Support to Tax Director: Assist the Tax Director in delivering expert advice on UK income tax, capital gains tax, inheritance tax, and matters of residence and domicile.
- Client Planning & Advisory: Identify and advise on strategic planning opportunities for clients, particularly during tax return reviews and other relevant communications.
- Team Collaboration: Collaborate effectively with the team to meet deadlines and exceed client expectations.
- Teamwork & Delegation: Work well within a team, delegating tasks efficiently to junior team members.
- Work-In-Progress (WIP) Management: Manage WIP effectively, including setting and meeting client expectations, ensuring recoverability, proposing fees, invoicing, and timely cash collection.
- Risk Management: Demonstrate strong risk management skills, particularly in client acceptance and engagement processes.
- Technical & Market Awareness: Stay informed about technical and market developments, ensuring up-to-date knowledge and practices.
Requirements for the successful Tax Manager include:
- Fully qualified Chartered Tax Adviser (CTA) is essential.
- A degree or equivalent qualification in a relevant field.
- Excellent communication and interpersonal skills.
- Strong attention to detail and multitasking ability.
- Knowledge of tax law and regulations.
- Proficiency in tax software and related systems.
- A commitment to delivering outstanding client service.
Tax Manager (Wealth Management) URGENT x3 in Scotland employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager (Wealth Management) URGENT x3 in Scotland
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching common questions and practicing your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses. Show them you’re not just qualified, but also passionate about the role and the company!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the position. Plus, it keeps you fresh in their minds as they make their decision.
✨Apply Through Our Website
Make sure to apply through our website for the best chance of landing that Tax Manager role! We’ve got all the latest openings and applying directly shows your commitment. Let’s get you that dream job in Wealth Management!
We think you need these skills to ace Tax Manager (Wealth Management) URGENT x3 in Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Manager role. Highlight your CTA qualification and relevant experience in personal tax compliance and advisory services. We want to see how you can manage a diverse portfolio and support our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your teamwork skills and how you plan to exceed client expectations. We love a good story, so make it engaging!
Showcase Your Technical Skills: Don’t forget to mention your proficiency in tax software and your knowledge of tax law. We’re looking for someone who stays updated with market developments, so let us know how you keep your skills sharp!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s quick and easy, and we’ll get your application directly into our hands. We can’t wait to hear from you!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK income tax, capital gains tax, and inheritance tax. Be ready to discuss recent changes in tax law and how they might affect clients. This shows you're not just qualified but also genuinely interested in the field.
✨Showcase Your Portfolio Management Skills
Prepare examples of how you've effectively managed a diverse portfolio in the past. Talk about specific challenges you faced and how you overcame them. This will demonstrate your ability to handle the responsibilities of the role.
✨Team Player Vibes
Since teamwork is key in this role, think of instances where you've collaborated with others to achieve a common goal. Highlight your experience in delegating tasks and supporting junior team members, as this will resonate well with the interviewers.
✨Client-Centric Mindset
Be ready to discuss how you’ve identified strategic planning opportunities for clients in previous roles. Share stories that illustrate your commitment to outstanding client service and how you manage client expectations effectively.
